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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,756 | $90,320-96.9% | $59,496-95.4% | $125,389-97.8% |
| Participation rate | 57.9% | 68.3%-10.4pp | 54.6%+3.3pp | 83.2%-25.3pp |
| Annual return | -8.51% | 369.13%-377.6pp | 182.05%-190.6pp | 282.24%-290.8pp |
| Employer contribution / active EE | $844 | $1,792-52.9% | $1,153-26.8% | $4,866-82.7% |
| Participant deferral / active EE | $943 | $2,716-65.3% | $1,829-48.5% | $5,352-82.4% |
| Admin fee / account holder | $18 | $3,063-99.4% | $2,232-99.2% | $9,541-99.8% |